Podcasts about referrals

Two freelancers. Both relying on referrals to bring in clients. One is fully booked solid with a 3-month waiting list. The other is barely scraping by. What makes the difference? These 7 “Referral Killers.” Get them wrong, and you'll struggle for clients. Fix even just one of them, and you'll get more leads and higher-quality projects. In this episode, we cover: How to give yourself a “referrability score” The secret force multiplier that makes all the difference How one freelancer spent $927 to land over $32,000 in projects (plus repeat projects and referrals) How to determine your #1 referral killer and fix it FAST For full show notes, visit https://6figurecreative.com/394

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

The Referable Client Experience with Stacey Brown Randall   Most business owners say they want more referrals. Very few are actually drowning in them. The default strategy is to do good work, hope people notice, and maybe ask for introductions when things get slow. In this episode of Profit Answer Man, I sit down again with referral expert and author Stacey Brown Randall to talk about why that approach does not work and how to build a truly referrable client experience.   Stacey has spent years helping small business owners generate referrals without asking, without incentives, and without feeling manipulative. Her new book, The Referrable Client Experience, dives into how your day to day client journey can become your most powerful referral engine.   In This Episode, You'll Learn: Referrals, Introductions, and Word-of-Mouth Are Not the Same Thing. One of the first big shifts Stacey brings is simply defining our terms. A referral happens when a referral source connects you directly to a prospect, clearly identifies a need, and positions you as the solution. An introduction is just a connection. There is no identified need. Word-of-mouth buzz is when someone talks about you or gives out your name, but you are never actually connected. Most business owners lump all three together. The problem is that only one of them consistently leads to new clients. If all you are getting is introductions and vague "I mentioned you to someone" comments, you are not really running a referral strategy. Your Small Size Is Your Superpower. When we talk about "client experience," most people picture big company initiatives, software, and dashboards. Stacey defines client experience more simply as how your client feels while they work with you. That is where small business wins. You can: Make clients feel seen and remembered, Adjust quickly when something is off, Add personal, human touches that big companies could never scale, If you want to go from a good client experience to a referrable one, you have to understand the emotions you are creating along the way and be intentional about them. The Science Behind Why Referrals Happen. Referrals are not magic. Stacey frames them through three lenses: What happens in the brain of the referral source. When someone makes a great referral, "feel good" chemicals fire in their brain. They get to be the hero who solved a problem for someone they care about. It is about them helping the prospect, not about you. The psychology of trust. Referral sources do not need to know every credential or detail about you. What matters is that they trust you as a person and do not forget you. That trust is nurtured by consistent, human touch points, not by dumping your resume on them. Behavioral economics. Instead of manipulating reciprocity, Stacey focuses on the positive side: using surprise, delight, and variety in your touch points so people remember you and feel connected to you. Gifts, Touch Points, and What Actually Lands. Gifts can be powerful but they are often used poorly. Stacey's guidance: A gift should not be tied directly to a single referral, or you train people to expect a payout each time. For each referral source, build a plan of five to seven touch points over the year that happen whether or not referrals come in. Use gifts sparingly, and make them meaningful, humorous, or heartfelt enough to be memorable. If it took you two seconds to choose and send, it probably will not stand out. For actual referrals as they happen, Stacey recommends something simple and powerful: a handwritten thank you note. Be Strategic, Not "Spray and Pray". When owners want more referrals, they often default to more networking. More coffee dates, more events, more people. Stacey calls out the problem with this "spray and pray" approach. Instead, she encourages business owners to: Identify their ideal referral sources by asking, "Who regularly sees my ideal client before I do?" Focus on building real relationships with those few instead of trying to convert every person in the room. Accept that it is a numbers game, but a strategic one: you may meet a hundred people and end up with three or four true referral partners.   Key Takeaway: Referrals are not a mystery reserved for the lucky few. They are the predictable result of a client experience that makes people feel seen, cared for, and confident enough to put their reputation on the line for you. When you understand the science behind referrals and build a simple plan around your best referral sources, you can stop chasing cold leads and start welcoming more ideal clients who already trust you.   Bio: Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally…without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master's in Organizational Communication and is married with three kids.   Links: Websites: https://staceybrownrandall.com/ https://referableclientexperience.com/ Social Media: www.linkedin.com/in/staceybrandall https://www.instagram.com/staceybrownrandall/ https://www.facebook.com/StaceyBrownRandall https://www.youtube.com/@referralswithoutasking   Conclusion: Referrals don't come from luck, pressure, or clever tactics—they come from the way your clients and referral sources feel throughout their experience with you. Stacey's insights remind us that when you create a journey rooted in trust, care, and thoughtful connection, referrals become a natural byproduct—not a struggle. By understanding the science behind why people refer and building a simple, intentional plan around your best referral sources, you can replace unpredictable lead generation with a reliable, relationship-driven system that grows your business sustainably and profitably.   #ProfitAnswerMan #SmallBusinessGrowth #Referrals #ClientExperience #BusinessProfit #CashFlow #TrustedAdvisor #BusinessStrategy   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Jason Ackerman and Jason Fernandez break down why referrals consistently outperform ads for CrossFit gyms—using real numbers, not opinions. They walk through the math behind cost to acquire a member, lifetime value, and why a properly structured referral offer drives faster growth, higher retention, and more profit.--Ready to grow your box, increase profit, and make an impact?Apply for Affiliate University

What happens when every month you have no idea what you're going to make that month? That's the reality for a lot of women consultants, and that was Stephanie Lowe's reality - even after her best year ever. Today, Stephanie is booked months out with a solid savings cushion. She's not holding her breath anymore. In this episode, you'll hear what changed - including the pipeline coverage math that most consultants don't know, and why you probably need to do way more marketing than you think.   ---   When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you.   1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver.   2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals   3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.  

Summary: In this episode, Michele Magner discusses the complexities of the hospital discharge process with Nurse, Steph Madej. They explore the process of who is involved, what constitutes a safe discharge plan, the role of insurance and Medicare, the importance of family involvement, and the challenges of navigating referrals and resources. They also introduce EverBlessed Nursing and Transport, a service aimed at providing personalized care and support for elderly patients post-discharge.TakeawaysFamilies often struggle with understanding the discharge process.A safe discharge plan includes various factors like medication management and home support.The hospital discharge team consists of doctors, nurses, social workers, and therapists.Medicare requires specific criteria for coverage of rehabilitation services.Referrals for rehab are sent out based on patient readiness and insurance approval.Family involvement is crucial in assessing the patient's needs and safety.Difficult conversations about care options are often necessary with families.Post-discharge resources are essential to prevent readmission to the hospital.Frequent hospital visits indicate a need for additional support and resources.EverBlessed Nursing and Transport aims to fill gaps in care for elderly patients.Sound Bites"It's important to have a solid plan.""We can't force people to do anything.""We want the best for each person."Chapters00:00 Understanding the Hospital Discharge Process07:02 Navigating Medicare and Rehab Options12:58 Referral Processes and Challenges19:36 Tough Conversations with Families26:03 The Role of Family in Care Decisions32:58 Introducing EverBlessed Nursing and Transport44:00 Final Thoughts for Families45:50 Connecting with Steph Madej46:33 Podcast Intro Music Project (MASTER BOUNCE - OUTRO).mp3Keywordshospital discharge, healthcare, Medicare, insurance, family support, nursing, rehabilitation, patient care, social work, healthcare resourcesConnect with Steph: FacebookE-mail: everblessednandt@gmail.comInspired Caring is THE family support & education program that helps families feel calm and confident to make better decisions faster. Inspired Caring is also offered as an annual membership tobusinesses to provide for the families they work with.Connect with Michele Magner:Website: www.InspiredCaring.comE-mail: hello@inspiredcaring.com Instagram: https://www.instagram.com/inspiredcaring/Facebook: https://www.facebook.com/michele.magner.90LinkedIn: https://www.linkedin.com/in/michele-magner-60a99089/YouTube: https://www.youtube.com/@inspiredcaringwithmichelem3138Custom podcast music written and produced by Colin Roberts. He does custom songs for any occasion.

Stop asking "how do I find more clients." It is a boring, lazy question that yields zero results. If you want to scale your business, you need lethal specificity and aggressive strategies.I am Tavershima Ayede, and in this episode, I strip away the fluff to show you how to dominate your market. Whether you are an electrician, a consultant, or in real estate, the mechanics of growth remain the same.I am recording this late from Benue because your success doesn't take a holiday and so neither will I take a holiday from recording podcast episodes!What You Will Master: * The Art of the Introduction: Why you must "debrief" your clients before asking for a referral. * Inbound Dominance: Turning your Google My Business into a client-chasing machine. * Aggressive Outbound: How to use high-value environments like estate meetings to secure new deals. * The Power of "No": Why radical honesty and referral-sharing build an untouchable reputation.Stop playing small and start being specific.Listen to the podcast now and subscribe to transform your business trajectory. Your revenue depends on it.

Why do most referral campaigns fail? Because they ignore the emotional core of the client experience. In her book, The Referral Client Experience, Stacey Brown Randall explains that anxiety and uncertainty define the initial "New Client" stage. If you don't address that "quiet voice" of concern with clear onboarding and emotional reassurance, you undermine trust. You must identify your Referral Hot Zones—the specific moments in your journey when clients are most likely to talk about you. These are not random. Analyze where past referrals originated (e.g., after successful project completion, during a specific milestone).  

A common referral scenario involves hospital clinicians referring a dying patient to hospice. This circumstance gives rise to questions relating to hospice eligibility, the appropriate level of hospice care, and the expectation of the patient and the hospital. In this episode, Husch Blackwell's Meg Pekarske and Bryan Nowicki address these questions and provide insights into effectively managing this situation.Additional resources:Medicare Benefit Policy Manual Chapter 9 Excerpt - General Inpatient Care

Title: Q: What are you doing for the Holidays? A: Counting Referrals! Host: Michael J. Maher Guest: Dennis Daniels Description: In this episode of the Referrals Podcast, Michael sits down with Dennis Daniels to talk about what it really looks like to build a referral-based business—especially during the holiday season. Dennis shares his journey in real estate, what his business looked like before finding the Generosity Generation, the (7L) System, and Referral Mastery Academy, and how implementing these strategies has helped him create clarity, consistency, and confidence in his business. If you're wondering how some agents head into the holidays stressed while others are counting referrals, this episode explains the difference. (7L) Referral Strategies: Events, 7L Book, Housewarming Party Special Offer: Join our referral community at www.JoinGenGen.com

Send us a text if you want to be on the Podcast & explain why!Want to become a SUCCESSFUL personal trainer? SUF-CPT is the FASTEST growing personal training certification in the world! Want to ask us a question? Email info@showupfitness.com with the subject line PODCAST QUESTION to get your question answered live on the show! Website: https://www.showupfitness.com/Become a Successful Personal Trainer Book Vol. 2 (Amazon): https://a.co/d/1aoRnqANASM / ACE / ISSA study guide: https://www.showupfitness.com

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through.

Connect with Lanissa: https://www.linkedin.com/in/lanissabrantley/Boost Patients | Convert More Modern Vision Correction & Cataract Leads Into Patients | ⁠⁠https://www.boostpatients.com⁠⁠Boost follows up with your New Patient Inquiries 24/7, within 60 Seconds. Their Patient Concierge team calls, texts, and emails potential patients, following up for months and scheduling new patient consultations directly onto your calendar.

This week on That Entrepreneur Show, we sit down with leadership catalyst, coach, and multi-business founder Nick Edwards—a powerhouse with over two decades of experience guiding CEOs, entrepreneurs, pastors, and high-capacity leaders. If you're ready to grow your business, strengthen your leadership, and get undeniable results, this episode is packed with the wisdom you need.Nick shares the proven framework behind his success: People + Systems = Results.If you don't like the results you're getting, it's time to change your people, your systems, or both.From launching multiple companies to building a nonprofit that transforms families and communities, Nick's journey is filled with practical lessons you can apply immediately. Top Takeaways02:00 — The Mission: Nick's purpose: guiding leaders to greater results and navigating pressure in life, business, and legacy.02:45 — Why He Became an Entrepreneur: Seeing a lack of healthy leadership everywhere—and deciding to fill the gap.03:35 — Overcoming Early Struggles: Marketing himself felt uncomfortable—until he learned the power of adding value in every conversation.04:05 — Referrals 101: How to earn referrals by delivering more value than you cost.14:30 — Writing a Book as a Non-Writer: Nick's advice for first-time authors: write constantly, document ideas, and get help.  We also dive into his new book, Big Dreams, Small Steps, and what it truly takes to build a vision, overcome fear, and scale with intention. Send us a textSupport the show

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Chris Kusaba (formerly at Mytra) joins the show to talk about how smaller talent teams can compete in markets where brand recognition is uneven and the demand for AI and robotics talent is rising fast. Chris brings experience from Tesla and now leads recruiting at a high growth robotics and AI company. He shares how to win attention from top candidates, how to widen the funnel when you operate in a niche space, and how to build a team that can scale even when you cannot match big tech compensation. Key Takeaways Clear and focused messaging is the only way to stand out in saturated markets where candidates are overwhelmed with inbound from AI and robotics companies. Chris explains how he repurposes commercial decks to help candidates understand the mission and the industry impact. Referrals become a force multiplier when the market is narrow. Chris outlines how a structured, hands on referral program helps widen the pool and bring in talent that may never have applied on their own. Hiring managers need a mindset shift when talent pools are thin. Looking for potential rather than that perfect unicorn opens the path to stronger long term teams. When competing with big tech, the edge comes from scope, visibility, and impact. Chris explains why earlier career candidates choose startups for the ownership they gain and the chance to work on entire products rather than tiny slices. Strong documentation and transparent communication are essential in preventing single points of failure. This becomes vital in technical companies where knowledge loss can slow delivery for months. Timestamped Highlights 01:21 Chris explains how the company built its robotics and software stack from the ground up and how that focus shapes their approach to talent. 02:32 Why inbound alone is never enough for niche technical roles and how intentional referral programs change the equation. 04:55 How to differentiate your outreach when every candidate in AI and robotics is flooded with messages. 07:45 The reality of the purple squirrel problem and how to balance ideal skills with real world potential. 11:03 What actually works when going head to head with big tech for the same candidates and why scope matters more than perks. 15:44 How the team reduces risk around knowledge loss and keeps information accessible across the org. 19:10 The art of moving fast without cutting corners and how to build a process that supports both speed and diligence. A standout moment from Chris Younger talent wants real ownership. They want access to leadership and the chance to shape something meaningful. That is often the deciding factor when they are choosing between a startup and a larger brand.  Pro Tips Use your commercial storytelling to recruit. If your customer pitch explains your impact clearly, it can also help top candidates understand why your company exists and why their work would matter. Widen the funnel with intention. A smaller market means you must look for technical curiosity and growth capacity rather than waiting for that single perfect profile to appear. Call to Action If this conversation helps you think differently about talent, team building, or competing for high demand roles, follow the show and share this episode with someone who would benefit from it. New episodes are coming and I would love to have you with us as we continue this new direction.

If 2025 felt slow, inconsistent, or frustrating… the 36 Touch Framework will rebuild your real estate business with steady referrals and meaningful client relationships.In this episode of The Faithful Agent Podcast, Garrett Maroon breaks down why consistency—not charisma—is the true foundation of a thriving referral-based real estate business. He shares how follow-up becomes ministry, how your daily actions reflect Christ in your work, and why the 36 Touch System remains one of the most effective frameworks for sustainable lead generation, deeper client relationships, and long-term success.Garrett shows agents how to simplify their marketing strategies, focus on meaningful personal touches, and create a rhythm that builds trust, fuels referrals, and protects against burnout. Whether you need a reset or want to elevate your current systems, this episode gives you the tools to build a business rooted in purpose, consistency, and genuine connection.Cut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/planTakeawaysConsistency is the key to success in real estate—far more important than talent or charisma.Follow-up is ministry: caring for people consistently reflects Christ in your business.The 36 Touch System creates a sustainable rhythm for client relationships and referral generation.Not all touches are equal—personal touches deepen trust more than generic marketing blasts.Effective follow-up isn't about cost; it's about connection, authenticity, and presence.Simplifying your lead generation strategies leads to better execution and less burnout.Client events build shared experiences that strengthen long-term relationships.Faithfulness in small, repeated actions leads to big results in referral business.Chapters 00:00 — Introduction & Humor00:58 — Why Consistency Matters More Than Charisma in Real Estate03:19 — The Missing Ingredient in Most Agents' Lead Generation 06:06 — Reframing Follow-Up as Ministry 10:38 — What Touches Actually Build Client Relationships 11:07 — Simplifying the 36 Touch System for Real-Life Agents 15:43 — Creating a Yearly Plan for Consistent Marketing Strategies 29:45 — Final Thoughts & Call to ActionCut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/plan ⭐️ Rate & Review:If this episode challenged or encouraged you, leave a 5-star review and share it with another Christian agent who needs to hear this message. Resources & Opportunities:

How will SaaS Companies scale in 2026? The next era of SaaS growth won't be won by adding more reps, more tools, or more noise. In this episode, go-to-market operator Koen Stam (Personio) breaks down why 2026 will mark a decisive shift from people-heavy scaling to process-first, data-driven, efficiency-led growth—and what founders must do now to stay ahead.Koen oversees international revenue operations across Benelux, DACH, the Nordics, Spain, and beyond, and he brings a rare operator's lens to the future of GTM. He unpacks how founder-led, sales-led, and hybrid motions will evolve; why RevOps is about to become one of the most strategic functions in SaaS; and why fixing the data layer is the non-negotiable prerequisite to making AI actually work.You'll learn why the biggest upside in 2026 will come from retention, expansion, and word of mouth, how to design motions that scale with simplicity and discipline, and what it really takes to build from 0 to 10K MRR and to 10M ARR with one product, one audience, and one crystal-clear process.A must-listen for founders, operators, and GTM leaders building for the next wave of SaaS.Key Timecodes(0:00) - Intro: B2B SaaS go-to-market 2026, RevOps, AI, retention, expansion(1:13) - Guest intro: Koen Stam, Personio, international RevOps, HR tech(2:04) - 2026 GTM strategy: process-first, data-driven, efficiency-led growth(2:47) - GTM motions: founder-led vs sales-led vs hybrid, authenticity, efficiency(4:02) - Efficiency in SaaS: bow tie model, customer journey mapping, root causes(5:35) - RevOps priority: data layer, metrics, RevOps to CRO(6:38) - AI in GTM: fix data foundations, process over people(7:26) - Retention & expansion: word-of-mouth, NRR, customer-led growth(9:20) - Sponsor: Reditus affiliate and referral platform for B2B SaaS(10:14) - Word-of-mouth playbook: product value, customer success, community events(12:06) - Build GTM from scratch: founder-led content, AI amplification, simplify(13:59) - Referrals & partners: partner ecosystem, trust, incentives, win-win(15:26) - Zero to 10K MRR: one offer, one ICP, focus, execution(16:54) - Scale to 10M ARR: one product, one market, process-first, data model(17:37) - Connect with Koen: LinkedIn, Substack, AI learnings(17:55) - Audience building: LinkedIn vs Substack, creator-led growth(18:27) - Outro: subscribe, sponsor, Reditus, Grow Your B2B SaaS podcast

In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead. They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you're open for new work without worrying you're too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, sits down with Rachel Wall, CEO and founder of Inspired Hygiene. For over 20 years, Rachel has helped dentists build thriving hygiene departments that deliver exceptional patient care and drive profitability.Dental hygiene is a critical driver of both patient care and practice profitability. In this episode of The Art of Dental Finance and Management with Art Wiederman CPA, Art is joined by Rachel Wall, founder and CEO of Inspired Hygiene, for an in-depth discussion on building a high-performing hygiene department.Rachel shares insights on the current state of dental hygiene in the U.S. and strategies for hiring and retaining hygienists in today's competitive market. She explains why strong leadership from the dentist accounts for 50% of hygiene success and the importance of implementing clear, written Standards of Care.Listeners will also learn Rachel's four “R's” for creating a referrable practice — Relationship, Retention, Reputation, and Referrals — and why small gestures like saying “please” and “thank you” matter. The episode covers key benchmarks for hygiene production, including the ideal percentage of total office revenue and the role of 4000 codes such as SRPs and periodontal maintenance.Packed with actionable tips, this conversation is essential for dentists looking to elevate their hygiene department and maximize profitability.

Episode 122: This week, Kyle Van Pelt talks with Eden Ovadia, Co-Founder of FINNY. Before FINNY, Eden worked on the private equity team at Boston Consulting Group, where she advised on major M&A deals across the wealth management space. Driven by her background in AI and engineering, and inspired by the wealthtech industry's shifting dynamics, Eden co-founded FINNY to help advisors build predictable, personalized, and tech-enabled organic growth engines.  Eden discusses why the wealth management industry is ripe for innovation and disruption. She also shares why referrals are no longer enough to drive organic growth, and how FINNY rewrites the marketing playbook using machine learning to create hyper-personalized, high-propensity matches between advisors and prospects. In this episode: (00:00) - Intro (02:18) - Eden's money moment (04:12) - Innovation in wealth management (07:28) - Why referrals are no longer enough to grow organically (09:25) - How FINNEY rewrites the traditional marketing playbook (16:16) - The power of niching and segmentation in organic growth (18:14) - Introducing the F-score: FINNY's proprietary machine learning algorithm (22:56) - What it takes to build an advisor-first tech stack (24:18) - FINNY's future goals (25:39) - FINNY's outlook on the future of the wealth management industry (28:51) - Eden's Milemarker Minute Key Takeaways Referrals are great. But they're no longer enough to grow organically. Referrals are a linear expansion tied to an advisor's personal time and energy. True scalability requires building an engine that works in the background for you. Consumer behavior has changed. Your growth strategy should, too. The next generation of clients shops for everything digitally, including financial guidance. They expect personalized, tech-enabled experiences.  Niche and segment. The firms breaking out from the pack are the ones that define exactly who they serve. Not "retirees," but "retirees selling a dental practice." Not "business owners," but "HVAC operators with succession on their minds." Precision builds trust, and trust accelerates conversion. Organic growth must become intentional and operationalized. The fastest-growing firms don't stumble into growth. They measure it, build systems for it, and treat it with the same seriousness as investing or planning. Growth becomes predictable when it becomes part of your operating rhythm. Quotes "Referrals will always be king. The problem with referrals is that they grow with every advisor's time, energy, and resources. It doesn't scale exponentially. It scales with your time and money" ~ Eden Ovadia "If you're an advisor who wants to build a generational business, you need to start building and investing effort in creating a growth engine, because referrals will decline year over year." ~ Eden Ovadia "If you believe that there's going to be a lack of a hundred thousand advisors in the near future, we view FINNY as the tool that can serve as the optimization layer between the supply of financial advisors and the demand for financial advice." ~ Eden Ovadia Links  Eden Ovadia on LinkedIn FINNY Brian Chesky Y Combinator Boston Consulting Group JUMP AI Zocks Outliers Never Split the Differences Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Karina Chavez shares her journey from working with her father to transforming motels into affordable housing in Albuquerque. Karina shares how her commitment to honesty, client care, and local involvement has built a thriving, referral-based business. Karina also offers practical advice for agents about adapting to change and building authentic relationships. Check out D.J.’s Listing Reviewer here. If you'd prefer to watch this interview, click here to view on YouTube! Karina Chavez can be reached at 505-220-7781 and Chavezteamabq@gmail.com. This episode is brought to you by Real Geeks and Courted.io.

Ever wondered why some businesses seem to get referrals pouring in while others struggle? Join me as I share insights from my recent presentation at the Solo Summit hosted by Lettuce Financial, where I discuss the psychology behind referrals and why doing great work alone won't guarantee you a flood of referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/391

Frank Agin shares thoughts on eliminating jargon from conversation based on a blog post from communication expert, John Millen. Read the post at https://www.johnmillen.com/blog/kill-the-jargon For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

Looking for ways to get more client referrals and grow your business without spending on ads? It's possible! In this episode, Sonaya Williams shares proven strategies to build predictable referrals without paid ads, using simple relationship-based systems that actually work.It's myth buster time!“You need ads, funnels, and a big social media presence to scale your business. Referrals, on the other hand, are random. You can't control them.”At least, that's the story. But what if I told you that's simply not true?Let's bust that myth wide open with Sonaya Williams from The CEO Partner https://theceopartner.com. Sonaya is a systems-driven entrepreneur who built her agency powered by a smart strategy to get more client referrals without paid ads.Meet Sonaya from The CEO PartnerSonaya is the founder of a thriving consulting agency that helps service- based businesses streamline their operations and scale sustainably. Like me (If you've listened to my previous podcasts, you know this is totally my jam), Sonaya believes good systems are the backbone of any successful business.They are about creating consistent, repeatable and streamlined experiences that guarantee a great outcome. You can find some of the previous podcasts about how to streamline business processes here https://sandrajulian.co/systems-and-processes/, and here, https://sandrajulian.co/clunky-business-processes/Spoiler alert: Sonaya's systems expertise can also help you get more client referrals in a predictable way.Continue to read at: https://www.sandrajulian.co/podcast153Rate, Review, And Subscribe For More Business Wisdom!You can send me a message, question, feedback HEREWork with meYou've built a thriving business through hard work and determination, yet you can feel you're entering a new season. You're ready for clarity, space, and support that honours your energy and helps you lead in a way that feels calm, intentional, and aligned with who you're becoming. If you're seeking a more easeful, intuitive way forward then private 1:1 Coaching is for you. https://sandrajulian.co/work-with-me/Website: www.sandrajulian.coInstagram: www.instagram.com/sandrajulian.coFacebook: www.facebook.com/sandrajulian.coLinkedIn: www.linkedin.com/in/sandrajulian1Music is Te Kawa o Rongo by Ngāneko Eriwata Episode edited by LJS Creative Services #PodcastManager Show notes & blog by Mattie Belsack from Bellbird Writing

In this episode, Jesse Green is joined by Rob Markey, co-creator of the world-renowned Net Promoter Score (NPS) and co-author of The Ultimate Question 2.0. Together, they explore how dental practices can harness the power of customer loyalty to drive sustainable growth.Rob unpacks the differences between satisfaction, loyalty, and advocacy, and explains why emotional commitment, not just repeat visits, defines true loyalty. With practical insights into staff engagement, pricing, patient experience, and reputation-building, this episode is packed with tools for turning your patients into passionate advocates.In this episode:[00:01] Why customer loyalty is more than repeat business, and why it matters[04:04] Loyalty vs. satisfaction[08:20] Loyalty, advocacy, and the rare brands that inspire devotion[13:39] Why internal culture and staff advocacy are key to external loyalty[26:24] Jesse's four-step framework for generating word-of-mouth referrals[28:42] The role of pricing in perceived value and patient expectations[33:04] The “trap” of elevated expectations and how to manage them.Resources and Links:Rob Markey websiteConnect with Rob on LinkedInJoin the free Savvy Dentist Facebook GroupFollow Dr Jesse Green on LinkedInVisit Savvy Dentist website Mentioned in this episode:Transformational Training for Dental Practice TeamsIf you want to grow your practice, you need a high-performing team - but training takes time, effort, and resources you often don't have. That's why we created the Savvy Dentist Team Training Bundle - a 12-month program packed with five powerful courses, including our Practice Manager Masterclass, Front Desk All Stars, Hygiene & Therapy Heroes, Treatment Coordinator Training, and the Million Dollar Dentist course. Each course is delivered live via Zoom, and you'll also get access to past recordings, so you can onboard new team members anytime without starting from scratch. Want to scale your practice and build a winning team? Click on the link and join the waitlist. Team Training Bundle Sept 25

Dr. Gregory T. Obert is a clinical psychologist and the founder and CEO of the Royal Oasis Psychotherapy Institute, a premier telehealth practice delivering elite, discreet, evidence-based psychotherapy. He brings over 15 years of experience helping thousands navigate anxiety, depression, trauma, and life transitions. He specializes in veterans' issues, PTSD treatment, and fostering resilience through personalized, holistic care. Additionally, he is the author of The Man on the Bench, a novel about hope amid loss, and the host of the podcast Meditations by Gregory T. Obert, featuring guided meditations for wellness.In today's episode of Smashing the Plateau, you will learn how to move from structure to self-direction—reframing fear, narrowing your focus, pricing with confidence, and using real community to shorten your path to traction.Gregory and I discuss:Why Gregory chose to start his own practice [05:18]Why many keep private practice as a side gig—and the bigger opportunity [05:46]The two biggest barriers: fear of variable income and insurance constraints [07:20]Referrals, pipelines, and the internal conflict about charging [10:47]A simple first step to strengthen your pricing mindset [13:44]The hidden knowledge gap: marketing, visibility, and “putting yourself out there” [15:12]Differentiation through a few clear specialties (and why it works) [17:50]Community as a necessity: one hour > months of Googling [20:04]Learn more about Gregory and receive premium psychotherapy at www.royaloasispi.com.Follow him on social media:Website:https://gregorytobert.com/ Locals: https://drgregorytobert.locals.com/ Twitch: https://www.twitch.tv/drgobert Tiktok: https://www.tiktok.com/@docgobert LinkedIn: https://www.linkedin.com/in/gregorytobert YouTube: https://www.youtube.com/@DrGOBERT Libsyn: https://meditationsbygto.libsyn.com/ Apple Podcasts: https://podcasts.apple.com/us/podcast/meditations-by-gregory-t-obert/id1168490615Spotify: https://open.spotify.com/show/0esz5sbFAeAmJzPp5NJbz9Thank you to our sponsor:The Smashing the Plateau Community______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing,...

Ever feel like you're not ready, not qualified, or not good enough to land the clients you want? That's head trash — the doubts and stories that sound rational but quietly hold your business back. In this episode, you'll hear a client wrestle with her own head trash, and you'll hear Leah share hers too. What they uncover might sound uncomfortably familiar… and could change how you see your consulting business.   ---  

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

Host David Johnson interviews Dr. Michael Gendel regarding his JMR article, Trends in Case Complexity and Implications for Physician Health Programs: An Analysis of Referrals to the Colorado Physician Health Program 

When most lawyers see a case with messy facts, impossible notice deadlines, or municipal negligence—they pass. Devin Janosov doesn't. And that reputation alone now drives over 90% of his new clients. Janosov, of Papcsy Janosov Roche Trial Lawyers shares the overlooked details that turn “unwinnable” files into viable cases… and why other attorneys call him before anyone else. You'll learn: How notice requirements quietly kill good cases Why being willing to take a case “all the way to the end” attracts referrals The intake structure his firm uses when every file is complex How focus groups and discovery help him see what the defense will miss If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

In this episode of the Fearless Mindset Podcast, we dive into the nuances and challenges of the Executive Protection (EP) field. The discussion covers the importance of having a clear plan, the necessity of execution in business, and the distinction between W2 and 10-99 employment in EP. The guests share their personal experiences and the inherent instability in the industry due to client indecisiveness and financial hesitations. They emphasize the value of trust and persistence in building business relationships and highlight the benefits of running a boutique agency. The conversation also delves into generational differences in job satisfaction and the importance of process-oriented business strategies. Finally, they discuss the impact of networking events and the role of referrals in business growth.Key TakeawaysExecution is more important than ideas—success comes from acting, not just planning.Trust and relationships are foundational in business, but take time to build.The security/executive protection industry is challenging, with little stability and a need for constant hustle.Adaptability and having a clear plan are critical for business survival and growth.Most business growth comes from referrals and word of mouth, not just visibility.Notable Quotes"It all boils down to execution. The better you execute it or even just attempt to execute it, the easier it's gonna be.""Without the trust piece, you're just another company.""Business is hard. It's not for the faint of heart. Most of them fail in the first two years.""If I can save a veteran from committing suicide, it's worth it. And that's why I do what I do.""Trust doesn't come overnight."To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen on major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what's actually working to get butts in seats and referrals on the books.You'll learn:Why classes are the most leveraged way to connect with agents at scaleHow to pick topics agents care about (hint: it's not mortgage guidelines)The exact steps to promote your event—even if you're starting from zeroFrom investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.Connect with Connor on LinkedInLearn More About myAgent ClassesLike This Episode?

The old idea of “networking” is collecting connections, going wide, showing up everywhere is dead. Everyone is visible. Everyone is accessible. And when everyone blends in, no one stands out. What the market rewards now isn't reach. It's resonance. The tight, intentional circles where trust moves faster than volume and where opportunity spreads long before the job posting ever appears. If you've been trying to meet more people instead of the right people, you're playing the wrong game. The real problem with traditional networking Your network might be huge… but it's flat. People know you, but they don't think of you. You're a name in a feed, not a person in their mental roster. Clusters flip that completely. Clusters are purposely small, high-trust groups where your story doesn't need a 15-minute explanation. People understand you, advocate for you, and amplify you ...  organically. In this episode: • Why traditional networking is losing power in the digital age • The rise of micro-communities and why they outperform a huge network • What sociologists discovered decades ago about “weak ties” and why it matters more today • The difference between visibility and resonance (and why resonance wins) • The hidden math: why referrals drive almost 40% of hires with less than 10% of the volume • A step-by-step process to build your own cluster from scratch • Why generosity is your strongest currency in a curated network A real before/after transformation Before: An executive with thousands of connections but no traction. Their visibility was high, but their resonance was low. No one truly understood their value. Then: They shifted focus from audience size to relationship depth — identifying 8–10 people who shared goals, challenged their thinking, and naturally advocated for them. After: Their “network” became a power circle. Referrals increased, opportunities accelerated, and they moved from pushing their story out to having opportunities pulled toward them. That's the compounding force of a cluster: Small, intentional, and exponentially more effective than a wide but disconnected network. Timestamps (0:00) – The truth about job security (0:56) – Why most executives stay too long (1:20) – The myth that “visibility is enough” (2:00) – The death of the generic network (3:05) – What a cluster actually is (4:06) – “Weak ties” and how opportunity really spreads (5:16) – Why the 30-Day Blast exists (6:13) – How micro-communities create built-in trust (7:07) – How to identify your future cluster (8:02) – The referral math that changes everything (9:07) – Final takeaways: Small is big The takeaway Stop collecting contacts. Start collecting believers. Your next opportunity won't come from a crowded feed — it'll come from a curated circle that sees your potential long before the rest of the world catches on. Small is big. Clusters beat networks. Build the group that amplifies you next. Connect with Loren LinkedIn: https://www.linkedin.com/in/lorengreiff/ Instagram: https://www.instagram.com/portfoliorocket/ Subscribe to Career Blast in a Half Apple Podcasts: https://podcasts.apple.com/ph/podcast/career-blast-in-a-half/id1670977528 Spotify: https://open.spotify.com/show/3b3kSamj8RbTNNgOg5E5oi YouTube: https://www.youtube.com/channel/UCpGM7j8croBkkZ4bLqN7DOQ/ About Career Blast in a Half A third of your life is spent working. Career Blast in a Half is your weekly 30-minute hit of simple, powerful, and practical career acceleration — built for executives over 40 who want smarter moves, faster wins, and work that finally feels aligned. Work with Loren Join the 30-Day BLAST Program: https://www.portfoliorocket.com/our-programs  

Title: Your Year of Referrals Starts Here: The Referral Mastery System Explained Host: Michael J. Maher Description: Ready to make 2026 your most referral-filled year yet? Michael walks you through The Referral Mastery System—covering the three pillars, the step-by-step classes that bring them to life, and "The Fix," his seven-step method to solve problems permanently. Learn how to create your TOP YAP for your top clients and your ALL YAP for your full database, and stay top of mind all year long. (7L) Referral Strategies: YAPS, The Fix, Referral Mastery System Special Offer: Join Referral Mastery Academy for just $47 for the first month and complete your full 2026 plan by December 11th! Grab the offer at YAPSworkshop.com

Early in my design career, I thought referrals were the ultimate sign of success. A happy client, emotional reveal, or heartfelt thank-you note — surely that meant more business was on the way, right? I quickly learned the truth: referrals are unpredictable behavior, not a reflection of love, skill, or value. In this episode, I'm sharing why relying on referrals alone creates a fragile business and what you can do to build momentum that's intentional and sustainable. IN THIS EPISODE, YOU'LL LEARN: • Why referrals are not a love language — they're inconsistent and circumstantial • How relying solely on referrals can keep your business fragile, underperforming, and undercharging • Why visibility and consistent presence are the real drivers of predictable growth • Practical ways to show up intentionally so clients and prospects truly understand your value Referrals are the icing, not the cake. If you want a business built on intention rather than chance, you need a strategy that includes consistent visibility, clear messaging, and intentional marketing. This episode will help you release the emotional weight of waiting for referrals, step confidently into your role as the visible, trusted leader of your business, and start creating momentum that's predictable and sustainable.   RESOURCES:   INTERIOR DESIGN BUSINESS BAKERY - Our year-long mentorship and coaching program: https://thedesignbakehouse.com/interior-design-business-bakery   SIMPLIFY YOUR MARKETING, SIMPLIFY YOUR LIFE. All-in-one software that organizes sales, marketing, and business services all in one convenient location. https://mysidemark.com/   MARKETING MEMBERSHIP - Join our hands on marketing & visibility program, no contract, only $59/month. https://thedesignbakehouse.com/lead-lab   Stay in touch with Michelle on Instagram: https://www.instagram.com/thedesignbakehouse/   Join our Free Facebook Community: https://www.facebook.com/groups/idbizlaunchpad    Get clarity on your next best step today! https://www.designedforthecreativemind.com/reviewguide   Have ideas or suggestions or want to be considered as a guest on the show? Contact me! https://www.DesignedForTheCreativeMind.com/contact  

Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, and why aligning your service model with profitability is the key to delivering exceptional client experiences. This is a thoughtful, practical, and empowering conversation to help you reshape your ongoing service in a way that benefits you, your team, and your clients.What you'll learn in this episode: • Why advisors struggle with mental blocks around pricing, fees, and client segmentation  • How to calculate your true revenue per hour and use it to make better capacity decisions • A step-by-step process for segmenting clients and defining aligned service levels • How to avoid client subsidization and ensure each household is serviced profitably • Ways to right-size service for clients who don't meet your hourly rate, without sacrificing care or professionalism As Libby walks through each step, you'll gain clarity, confidence, and a practical roadmap to redesign your client service model so you can serve clients exceptionally well without overwhelming your team. This episode will help you work smarter, stay focused on what matters, and build a practice you love managing every single day ✨.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

In this special live episode from SaaS Summit Benelux in Amsterdam, Joran sits down with Roelof Otten, founder of SaaSmeister, to explore How PLG Will Change in 2026: AI Agents, Onboarding & Hybrid GTM. Together, they break down the biggest shifts coming to B2B SaaS go-to-market—from the rise of hybrid motions and the evolution of sales roles to the transformative impact of AI-powered demos, agents, and conversational interfaces.Roelof shares actionable, stage-specific insights for founders at every level. You'll hear why PLG is becoming a company-wide strategy instead of a product feature, how onboarding is expanding beyond the UI, why freemium is harder for AI-native products, and what it really takes to build data tracking that supports growth instead of slowing it down.Whether you're moving from sales-led to product-led, building a hybrid GTM, or preparing your SaaS product for an AI-first future, this episode offers a clear roadmap for navigating the changes ahead and meeting buyers where they want to be in 2026.Tune in to learn how to implement PLG effectively, empower your sales team in a consultative model, integrate AI responsibly, and build growth loops that compound over time.Key Timecodes(0:00) – B2B SaaS, PLG, AI onboarding, AI demos, product-qualified pipeline, GTM 2026, SaaS Summit(0:52) – B2B SaaS podcast(0:58) – Roelof Otten, SaaSmeister, PLG(1:07) – GTM 2026, PLG trends(1:42) – Hybrid GTM, PLG, sales-led(2:36) – AI GTM, AI agents, AI demos(3:12) – Interactive demos, AI sales assistant(3:50) – Buyer enablement, AI demo(4:20) – In-product AI, trial support(4:36) – PLG transformation, sales alignment(5:21) – Consultative sales, upsell, PQLs(5:43) – PLG funnel, activation, expansion(6:00) – Conversational UI, AI UX(6:52) – UX transition(7:25) – AI platform, data layer, models(7:37) – MCP, AI integrations, ChatGPT, Claude(8:10) – AI privacy, security, compliance(8:46) – Build vs buy AI, LLMs(9:22) – PLG first, SaaS trial(9:38) – Reditus, SaaS affiliate(10:22) – AI costs, freemium(10:35) – Freemium strategy, CAC, churn(11:39) – Referrals, partnerships, affiliate growth(12:33) – In-app referrals, incentives(13:06) – Onboarding, nurture, reactivation(13:57) – Signup friction, JTBD, ICP(14:57) – Personalized onboarding(15:14) – Founder-led sales, JTBD, messaging(15:45) – ICP focus, activation metrics(16:39) – Product analytics, event tracking(17:01) – Roelof Otten, SaaSmeister(17:15) – Podcast outro, sponsor, Reditus

Stop Asking for Referrals: The Science-Backed System That Actually Works with Stacey Brown Randall>> Check out Stacey's book, The Referable Client Experience.>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Why did people turn down a $5,000 cash reward for referring a candidate? Dakota Younger discovered a strange psychological phenomenon while building his referral platform: offering money sometimes decreases motivation. In this interview, he breaks down the complex psychology of incentives, explaining why altruism often outperforms cash and how to structure a referral program that actually works. Dakota also explains why posting jobs is the least effective way to hire, the power of accessing passive talent through social capital, and the "Ice Cream Study" theory on why giving people too many choices leads to decision paralysis. Finally, he shares his most humbling lesson as a founder: admitting that he knows "absolutely nothing." Check out the company: https://goboon.co

Referrals are one of the most powerful growth levers in a photography business — yet most photographers treat them like something mysterious or magical that “just happens” when the work is good enough. In this conversation, Stacey Brown Randall dismantles that myth completely. She explains why great photos and happy clients don't automatically lead to consistent referrals… and why the missing link is almost always the client experience itself. Not the workflow, not the quality of the images — but how clients feel at every stage of working with you. Stacey shares the simple shifts photographers can make to turn happy clients into referring clients — without scripts, awkward asks, discounts, or gimmicks. From identifying “referral hot zones” to planting subtle referral seeds, to using handwritten notes and thoughtful touch points that genuinely make clients feel seen… she lays out a new way to think about referrals that's grounded in connection, not tactics. If you've ever wondered why your clients say they love you but rarely send people your way — or if you want to build a business that grows through trust, reputation, and genuine word-of-mouth — this episode will change how you approach your client experience. The post 645: Stacey Brown Randall – The Referral System Every Photography Business Needs appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.

Welcome to episode 307 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken welcomes Ed Levy, creator of I Love My PI Lawyer—a curated client-gifting and referral system for personal injury firms. After two decades in promotional marketing for brands like Porsche, Gallo Wines, and major agencies, Ed spotted a gap: PI firms were under-leveraging their happiest audience. His program turns thoughtful, high-perceived-value gifts into stronger relationships, better reviews, and consistent referrals, without looking like advertising. What you'll learn about in this episode: 1. Client Gifting That Actually Moves the Needle - Why gifts must feel personal (not promo) to change client attitudes - How "high perceived value" (typically $25–$35+) beats swag every time 2. Timing & Touchpoints Across the Case - Best moments to gift: onboarding, mid-case, and 30–60 days post-settlement - How mid-case gifting calms nerves and post-settlement gifting says "not forgotten" 3. Design, Messaging & Differentiation - Crafting firm-specific designs and note cards that tell why this gift was chosen - Removing calls-to-action so the gift strengthens trust (not sells) 4. Execution Without the Headaches - Creative, production, warehousing, and weekly fulfillment handled for you - Practical ranges with glassware, blankets, tech, and more 5. ROI, Referrals & Ethics Nuance - How a 1–3% referral lift can pay for the entire program - Ideas for past-client/referrer tiers—plus watching state-bar rules on gifts   Resources:  Website: edventurepromotions.com/ilovemypilawyer LinkedIn: linkedin.com/in/edlevy Instagram: https://www.instagram.com/ilovemypilawyer/  Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

In this quick episode, you'll learn a simple but powerful tool advisors can use to maintain strong boundaries, protect their time, and still deliver a seamless client experience. We explore why scheduled send and delay delivery matter, how they shape client expectations, and how they support the structure of your Model Week.

In this episode, Brian Miller and Chad Hall share seven practical and relational ways to find new coaching clients. Their conversation blends mindset, strategy, and faith—reminding listeners that building a coaching practice is less about marketing gimmicks and more about authentic relationships, service, and attentiveness to where God is already at work. Whether you're just starting out or seeking to grow your client base, this episode offers actionable insights to help you move forward with confidence and purpose. Key Highlights Referrals from existing clients are the most natural and effective way to gain new clients—make it easy for them by describing who you want to work with. Referrals from non-clients (like community leaders or church contacts) can be equally valuable when you've built trust and credibility. Publishing—through blogs, podcasts, or ebooks—helps increase visibility but works best when it serves the client's needs, not your ego. Presenting at local events, workshops, or online gatherings positions you as a helpful expert and naturally draws interested clients. Prayerfulness grounds your efforts, helping you discern where God is opening doors and aligning your work with His purpose. Takeaways Serve before selling. The best marketing for coaching is genuine service—offering value and care to others. Ask directly. Many clients come simply because you invited them—don't assume people will approach you first. Stay active in your community. Participation builds trust, connection, and opportunities for meaningful engagement. Keep your posture humble and relational. Avoid transactional tactics like referral fees—focus on creating goodwill. Pray with expectation. Trust that God is already at work preparing opportunities; your role is to notice and join in.

Welcome to this bonus podcast episode! Clients who rave about you are marketing gold. When they bring in their friends or family members, they're already pre-sold and more likely to convert.  Turn your members into your best sales team with Alina Cooper and Heather Garrick in Episode 690: Everybody's Talking About You: Harnessing the Power of Referrals.  Simplify the ask: keep it easy, clear and one-step so referrals are no-brainers Reward everyone: make it a win-win so the referrer and the friend feel great Show it off: promote the referral program in studio, on socials and everywhere  Time it right: ask members for referrals during that post-class buzz Always incentivize: track, thank and recognize members—fast and personally  Pick a month, plan a campaign, brief your team and measure what happens. This may become your favorite marketing tool, with big potential. Capitalize on the opportunity with Episode 690.   Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

In this episode, I sit down with Todd Pisarczyk of Momentus Wealth Management to unpack what it really looks like to go from a great advisory practice to a truly scalable, CEO-led firm. Todd shares the behind-the-scenes shifts, the unexpected realizations, and the tangible systems he built through coaching that helped him move from “doing all the things” to running a business with clarity, confidence, and a long-term vision. From refining processes to elevating the client experience, this conversation is packed with real advisor wins and practical inspiration. In this episode you'll learn: • Why even successful advisors hit a wall when their practice starts feeling like a “real business” • How documenting processes changed the game for Todd's team of eight and created repeatability for the next generation • The planning, tax, and client-experience upgrades that now keep almost every client showing up for reviews • How shifting into the CEO role brought Todd clarity, confidence, and a bigger mission for his firm • Why group coaching amplified his growth far beyond what he expectedTodd's story is an amazing reminder that growth doesn't require being a “hot mess.” Sometimes the biggest leaps come from refining what's already working, creating structure around what's been living in your head, and surrounding yourself with advisors who are building remarkable businesses too. His journey shows what's possible when you finally step into the CEO seat, create repeatable systems, and elevate your client experience with intention.Learn more about the Group Coaching & Mastermind HERE! Register for the December 2nd event with Adam Holt HERE! (Replay will be sent to those who've registered!) Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

After accidentally finding herself in consulting, Carrie Bornstein started with small, one-off projects. But she knew they weren't as fulfilling as bigger projects with bigger impact, and they wouldn't get her where she wanted to be financially. In this episode, she shares how she began landing bigger, more impactful work, increased her income, and built a business that aligns with her values.   Learn more about Carrie at carriebornstein.com   ---